Top Miami Investment Banks with Recent Private M&A Activity

Active Firms

TTM Deal Flow

$5M-$31M

Core Revenue Range

$1M-$5M

Core EBITDA Range

Top Sectors by Activity

Industrials 28%

Healthcare 19%

Energy & Renewables 14%

Food & Hospitality 11%

Transportation 8%

Key Attributes

Best For: Complex Transactions | Typical Fee: Retainer & Success fee | Coverage: Dedicated, Sector-Focused Deal Teams

Auctus Capital Partners

3 Closed Deals via Axial

65 Total Closed Deals Actively Sourcing Deals

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Auctus Capital Partners is a multi-faceted investment bank specializing in merger & acquisition advisory, institutional private placements of debt and equity capital, financial restructuring, valuation, and strategic consulting. With best-in-class access to strategic and financial buyers, as well as global capital providers, our bankers identify opportunities and navigate challenges with a local understanding on a global scale.

Recent Transactions

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Aug 2026 Advised Redland Company in its sale to Palm Peak Capital
Dec 2025 Assisted Puzzle Healthcare in securing debt financing from HCAP
Aug 2025 Advised Engage CX on an investment from PNC
Apr 2025 Advised United Transportation LLC in its sale to Graxon Logistics LLC

The Bloom Organization, LLC

1 Closed Deal via Axial

22 Total Closed Deals

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The Bloom Organization is a national investment bank focused on M&A, capital raising, and advisory services for healthcare and business services companies. For more than 30 years, Bloom has advised founder-led and physician-owned businesses on more than $15 billion of completed transactions.Bloom helps clients evaluate and execute a broad range of alternatives, including mergers and acquisitions, partnerships, joint ventures, recapitalizations, ESOP transactions, succession planning, ownership transitions, and other liquidity events. Our team works alongside owners and leadership teams…

Recent Transactions

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Aug 2026 Advised Fargo Center for Dermatology in its sale to Tareen Dermatology
Jul 2026 Advised Southeast Neurology and Pain Management in its sale to Summit Spine
Jul 2026 Advised Apex Vascular in its sale to Confidential Company
Jan 2026 Advised Confidential Company in its sale to Confidential Company

Car Wash Advisory

1 Closed Deal via Axial

13 Total Closed Deals

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Industry leading car wash advisors and brokers. Whether looking to buy, either as an experienced operator looking to expand or a first time owner looking to enter the space, we can assist you through your entire purchase process. If you are looking to sell, let us utilize our far reaching personal and professional network to get you the price you deserve.

Recent Transactions

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Feb 2025 Advised Zax Auto Wash in its sale to AEP
Oct 2024 Advised Clean View Auto Wash in its sale to TRP Capital
Feb 2023 Advised Clean Machine Magic Car Wash in its sale to Sutherland Wash LLC
Jan 2023 Advised Auto Spa of Wyomissing in its sale to State Hill Realty LLC

Cassel Salpeter & Co.

47 Total Closed Deals

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Cassel Salpeter & Co. LLC is an independent investment banking firm that provides advice to middle market and emerging growth companies in the U.S. and worldwide. Together, the firm’s professionals have more than 100 years of experience providing private and public companies with a broad spectrum of investment banking and financial advisory services, including: mergers and acquisitions; equity and debt capital raises; fairness and solvency opinions; valuations; and restructurings, such as 363 sales and plans of reorganization. Cofounded by James Cassel and Scott Salpeter, the firm provides…

Recent Transactions

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May 2024 Advised Intergalactic in its sale to Aldevron LLC
Apr 2024 Advised Bird in its sale to Third Lane Mobility Inc.
Dec 2023 Assisted Healthly LLC in securing debt financing from Corbel Capital Partners
Feb 2021 Assisted Plantation Boat Mart & Marina, Inc. in securing debt financing from Capital Provider

Fortis Capital Management Group

11 Total Closed Deals

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Fortis Capital is a young innovative investment banking firm headquartered in the Palm Beaches, servicing the U.S., Canada and the Caribbean. Fortis has a pragmatic approach to every project with the ambition to be bold & audacious. The firm draws from a broad base of partner firms specializing in equity and/or debt, giving way to opportunistic private placement.The firm’s investment strategy is centered on identifying market inefficiencies and partnering with financial institutions & investment firms that recapitalize or reposition capital assets to assist in the growth of…

Recent Transactions

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Aug 2023 Advised Custom Engineered Window & Door Company on an investment from Anonymous Company
Aug 2023 Advised Agricultural Business on an investment from Anonymous Company
Aug 2023 Advised Medical Device on an investment from Anonymous Company
Aug 2023 Advised Fiber Recycling Company in its sale to Anonymous Company

Momentum Advisory Partners

11 Total Closed Deals

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Momentum Advisory Partners is an M&A Advisory firm focused exclusively on the staffing and workforce solutions industry. The company brings over a decade of experience working with clients in evaluating some of their most strategic and complex decisions. Momentum provides independent, uncompromised advice which makes it uniquely suited to offer a broad range of advisory services to its clients. Advisory services include mergers, acquisitions and divestitures, across the Staffing and Workforce Solutions, Technology and Healthcare sectors. Momentum’s experienced professionals have an…

Recent Transactions

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Aug 2023 Advised New Elevations in its sale to TurnBerry Solutions
Aug 2023 Advised Dako in its sale to Artech
Jul 2023 Advised Net Polarity on an investment from Saicon
Jul 2023 Advised Collab Infotech in its sale to Aequor

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Noble Capital Markets

10 Total Closed Deals

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Noble Capital Markets is a full-service, research-driven investment bank focused on capital raising for middle market and emerging growth companies across a wide array of high-growth industries. With offices in New York, Boston, St Louis and Boca Raton Noble has a nationwide presence and an extensive network of corporate clients and institutional investors.

Recent Transactions

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May 2023 Advised Eledon Pharmaceuticals on an investment from Noble Capital Markets
Feb 2023 Assisted Cumulus Media in securing debt financing from Noble Capital Markets
Dec 2022 Advised Better World Acquisition Corp. on an investment from Noble Capital Markets
Dec 2022 Advised SeaChange on an investment from Noble Capital Markets

Inlet Capital

9 Total Closed Deals

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Inlet Capital Group provides strategy consulting and transaction advisory exclusively to the aggregates and construction materials industry, with a focus on Florida, the Southeast, the Mid-Atlantic, and other sunbelt regions. We help our clients make informed decisions, implement strategies that improve competitive position, and execute transactions that enhance value. Our clients include large publicly traded companies, privately held businesses, private equity groups, family offices, and other financial institutions.

Recent Transactions

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Dec 2023 Advised Lake Point Restoration in its sale to Arcosa Aggregates
May 2019 Advised AC Magnum Coral Rock in its sale to Smyrna Ready Mix
Dec 2018 Advised All Star Materials in its sale to Smyrna Ready Mix
Dec 2017 Advised Magnum Asphalt in its sale to Ranger Construction

Spencer Clarke

7 Total Closed Deals

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Founded in 1997 in New York City, Spencer Clarke LLC is a full service brokerage and investment banking firm. The strength of our investment banking department is its ability to assist both public and private companies with a wide range of corporate finance related activities. As part of the process, we analyze all aspects of our client's operations and develop solutions that are specifically tailored to each client's needs.

Recent Transactions

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Jun 2026 Advised Capacity on an investment from Confidential Company
Oct 2025 Advised Dubset on an investment from Confidential Company
Mar 2024 Advised Serendipity Frozen on an investment from Confidential Company
Feb 2017 Advised Dubset Media Holdings on an investment from Syndication

FCL Capital Partners

6 Total Closed Deals

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FCL Capital Partners is a nationally focused investment banking firm serving private companies seeking to sell their business, acquire another company, or secure additional capital for growth, buyout, restructuring, and recapitalization. Our principals have extensive Investment Banking and Restructuring experience at bulge-bracket investment banks and hedge funds advising public and private companies in various industries including consumer & retail, business services, transportation & logistics, and manufacturing. FCL's founder, Rafael De Paoli, has been a trusted…

Recent Transactions

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Nov 2024 Advised Stonemark Construction Management in its sale to Mark G. Anderson Consultants, Inc.
Sep 2024 Advised Confidential Company in its sale to Confidential Company
Jan 2024 Advised A&B Tropical Produce in its sale to Confidential Company
Oct 2023 Advised PA China Farm in its sale to GrubMarket

Landmark Pegasus Inc.

3 Total Closed Deals

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Premier corporate finance advisory and strategy consulting firm specializing in the life sciences and healthcare industries.

Recent Transactions

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Dec 2013 Advised Medical Australia Limited on an investment from Walker Group Holdings
Aug 2012 Advised no on an investment from n/a
Jul 2012 Advised Cachet on an investment from venture capital firm

Vaupen Financial Advisors, LLC

1 Total Closed Deal

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Vaupen Financial Advisors, LLC is a boutique investment banking & advisory firm headquartered in Miami, Florida. We provide corporate finance and advisory services to lower middle-market clients in the United States and Latin America. Our typical client is a private company seeking a capital or advisory transaction of a minimum of $5 million, up to $75 Million. Services include raising Capital; Structured financings; Sell – side Mergers & Acquisitions Advisory services; as well as Debt Restructuring, & Loan Workout Advisory services and execution. We have…

Recent Transactions

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Dec 2020 Advised Confidential Company on an investment from Confidential Company

Schwendel-Van Deusen

1 Total Closed Deal

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Our investment banking services are crafted to empower businesses and investors to achieve their financial aspirations. We offer an array of financial services, including capital sourcing, mergers and acquisitions, debt and equity financing, and other intricate financial transactions. Our team of seasoned professionals possesses a profound comprehension of the global financial markets and collaborates closely with clients to devise bespoke solutions that cater to their unique needs. Whether you're a burgeoning start-up seeking to raise capital or a well-established corporation aiming to…

Recent Transactions

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Apr 2026 Advised EpiVax in its sale to SV Health Investors

Crown Peak Advisors

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Crown Peak Advisors is a strategic M&A advisory and investment banking firm focused exclusively on technology services and adjacent sectors. With deep roots in the managed service provider (MSP) and IT services sector, we advise founder-owned businesses, private equity firms and strategic acquirors on mergers & acquisitions, capital raises and other strategic transactions.Built by founders, operators, M&A advisors and investors, we bring a unique combination of industry expertise, transaction experience and strategic insight to every engagement. Our experience as operators,…

Recent Transactions

This member has no reported closed transactions.

Farlie Turner & Co

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Farlie Turner was formed to provide sophisticated, high quality advisory and financing services to middle market companies. We are committed to exceeding client expectations by delivering value-added advice and excellence in execution.Our service proposition is founded on the following core principles:Client Focus and Integrity We are 100% focused on our clients and dedicated to building lasting, long-term relationships. We operate with the highest level of integrity, understanding that our reputations are on the line with each transaction.Experience With a combination of merger and…

Recent Transactions

This member has no reported closed transactions.

Roy Street Advisors

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We have been in the M & A sector for over 30 years with experience as investment bankers and as the Managing Director of P-Squared Management Enterprises, a Dalio family office funded lower-middle marked PE firm. At Roy Street Advisors we represent business owners, prospective buyers, and family offices in their quest to exit or acquire businesses with EBITDA of $1.0+ million.

Recent Transactions

This member has no reported closed transactions.

Victorem Group

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Victorem Group provides strategic advisory in the execution of mergers, sales, acquisitions, joint ventures, spin-offs, divestitures, and other restructurings. Our global M&A experience allows us to provide our clients' transaction opportunities all around the globe. Our network of contacts provides Victorem a competitive advantage over firms outside the region.STRATEGIC FINANCIAL PLANNING & ANALYSISVictorem’s extensive experience with global industries allows us to implement the best practices in order to assist our clients in the architecture of their short- and long-term…

Recent Transactions

This member has no reported closed transactions.

Littlebanc Advisors

15 Total Closed Deals

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Maximizing Value for Small Companies At Littlebanc Advisors, a merchant and investment banking firm, we have perfected the art of raising smaller tranches of capital for high-quality small to mid-market growth companies. Littlebanc Advisors acts as agent and advisor in traditional investment banking transactions that we conduct on behalf of our clients. LB Merchant, via separate merchant banking transactions, invests the firm's own capital along with capital from select Limited Partners, in innovative companies with compelling growth opportunities. Littlebanc's clients include: Closely held…

Recent Transactions

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Jan 2014 Advised HiConversion on an investment from Littlebanc Advisors
Nov 2013 Advised PF Management Services, LLC ("The Premier Group") on an investment from LB Merchant, LLC
Feb 2013 Advised PSM Holdings, Inc. (OTCBB:PSMH) on an investment from Littlebanc Merchant PSMH-1, LLC
Aug 2012 Advised HiConversion on an investment from LB Merchant HC-2, LLC

Mary Street Capital

3 Total Closed Deals

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We're dedicated to serving the middle market, providing modern, customized solutions, always with a future focus that goes beyond the deal. As an affiliate of Kaufman Rossin, we integrate investment banking with estate, tax, advisory and wealth management expertise to maximize value for business owners.

Recent Transactions

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Jun 2024 Advised Confidential Company on an investment from Confidential Company
Jun 2023 Advised Bar Maid Corporation in its sale to Winco (The Foodware Group)
Jun 2023 Assisted Confidential Company in securing debt financing from Truist Bank

Transcendent Investment Management

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Transcendent Investment Management is a diversified private equity firm specializing in distressed residential real estate, multi-family investment and hotel development. The firm was established in 2008 to capitalize on the historic opportunities created by the unique situation of contemporary U.S. real estate markets.Transcendent Investment Management has total assets under management of $415 million. Through proprietary strategies, the firm evaluates, acquires, renovates, leases and manages assets, while offering investors concentrated exposure to residential real estate investment through…

Recent Transactions

This member has no reported closed transactions.

Firms in the Miami Investment Banks directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

Based on activity on Axial’s M&A platform, the core revenue range for Miami Investment Banks is $5M-$31M, with a core EBITDA range of $1M-$5M. Company size can be an important indicator of fit, as firms often concentrate their experience, resources, and transaction activity within particular segments of the market.

Location can be an important consideration, but it does not necessarily define where a firm is active. Firms based in Miami may bring regional knowledge, local relationships, and experience with businesses in the area, while many also pursue opportunities across a broader geographic footprint. Geography is best considered alongside sector focus, company size, and relevant transaction activity.

Not necessarily. A firm’s location does not always define its geographic reach. Many Investment Banks based in Miami are active across multiple regions, while firms based elsewhere may also participate in the Miami market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

When comparing Investment Banks in Miami, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 28 firms included in the directory and can help identify firms that align with your needs.

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the Miami Investment Banks directory, you can request information here.

Top Miami Investment Banks

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